Sam, Andi, and Lake define the term peak 65 and discuss the implications of so many baby boomers reaching that age at the same time.  They also offer to younger generations key lessons from the boomers’ retirement journey.  The conversation moves into helping define what kind of retiree you would like to be and using real people in helping with that definition.  The conversation then moves into hypothetical retirement case studies with the team offering solutions and strategies to the challenges.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

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